+58.6%
PAAS vs BTG
+336.6%
-277.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.2% | +0.1% | -1.9% |
| 7D | -7.0% | -5.9% | -1.2% | -4.0% |
| 30D | -15.3% | -5.0% | -10.3% | -12.9% |
| 3M | -27.7% | -4.5% | -23.3% | -25.6% |
| 6M | -40.5% | -7.0% | -33.4% | -38.1% |
| YTD | -26.5% | +11.4% | -37.9% | -30.4% |
| 1Y | -0.8% | +20.1% | -20.9% | -9.4% |
| 3Y | +196.9% | +81.5% | +115.5% | +121.1% |
| 5Y | +49.2% | +32.1% | +17.0% | +31.8% |
| 10Y | +199.4% | +166.4% | +33.0% | +102.7% |
| All | +58.6% | +336.6% | -277.9% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling